MTBA vs. IRONX

In the year-to-date period, MTBA achieves a 1.73% return, which is significantly lower than IRONX's 16.18% return.

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MTBA has a 0.15% expense ratio, which is lower than IRONX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Simplify MBS ETF (MTBA) and Ironclad Managed Risk Fund (IRONX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MTBA Sharpe Ratio is 0.95, which is lower than the IRONX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of MTBA and IRONX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MTBA's dividend yield for the trailing twelve months is around 5.49%, while IRONX has not paid dividends to shareholders.

The maximum MTBA drawdown since its inception was -2.84%, smaller than the maximum IRONX drawdown of -20.55%. Use the drawdown chart below to compare losses from any high point for MTBA and IRONX. For additional features, visit the drawdowns tool.

The current volatility for Simplify MBS ETF (MTBA) is 1.15%, while Ironclad Managed Risk Fund (IRONX) has a volatility of 3.24%. This indicates that MTBA experiences smaller price fluctuations and is considered to be less risky than IRONX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.